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CIP Quips

Only One Can Win

What's in the News: As we prepare for the President to possibly replace Janet Yellen as Federal Reserve Chair in February, the fixed income markets have been reacting as possible front runners for the seat have been announced. Earlier this month the market was rattled by the news that John Taylor was allegedly the front runner for the position,... Read more »

Aspire to Retire?

Did you know… Even with the best of intentions, setbacks like a market crash, healthcare costs, a job loss, divorce, illness, or long-term care, can set your retirement savings back, which is why financial professionals advise clients to maximize retirement investments when they can. However, only 1/3 of Americans who have access to a 401(k)... Read more »

Rate Stalemate

What’s in the News: As expected, the Fed left its benchmark interest rate unchanged at its September 20th meeting. The Fed indicated that it remains on pace to raise short-term rates later this year, signaling one more rate hike in 2017, three in 2018, two in 2019 and one in 2020. However, a more gradual pace of rate increases is a real... Read more »

Running out of Patience

What’s in the News: Last Thursday, the 10 year Treasury note hit 2.03%, its lowest point of the year. With Fall just around the corner, we are reminded that the Fed is supposed to be on a path of normalizing interest rates, a fact difficult to grasp since the 10 year US Treasury note is at the same level it was in November of last year. While US... Read more »

Fixed on Floaters?

Did you know… The preferred securities market is up 9% since the beginning of the year.* That performance has given back somewhat in July and August as corporate spreads have widened. As the traditional preferred market pulls back slightly, we are picking up several basis points of yield in the Current Income Portfolio by incorporating a newer... Read more »

Passive is Passive

Whats in the news: Dennis Gartman, editor and publisher of the well-respected and widely circulated industry newsletter, The Gartman Letter, recently gave an interview discussing his outlook for bonds, interest rates and what bothers him in the market. When asked whether investors should even bother owning bonds in the current market environment,... Read more »

Perks of Preferreds

Did you know... Some of the questions we hear most frequently from advisors surround a common topic, preferred securities. We’ve noticed advisors tend to shy away from owning individual preferred securities due to the tedious work needed to follow call provisions, credit ratings and tax treatment. We believe, that with proper management, a... Read more »

Risky Business

What’s in the News: On June 30th the S&P 500 posted its best 6 month return since 2013 and according to Strategas Research Partners this year’s run has just begun. “Since 1950, when the index has risen by more than 8% in the first six months of the year, it has increased by an additional 7.2% through year-end, on average”. With equity... Read more »

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The Roosevelt Investment Group, Inc. is an independent investment management firm that is not affiliated with any parent organization. The Roosevelt Investment Group, Inc. manages domestic equity, international equity, domestic fixed income, global fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

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